The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.
Show notes and additional resources: http://retirementplaybookpodcast.com
0:44 – What our main topic is about today.
1:19 – Is this a thing: family members gathering in a room together for the reading of a will to find out who is getting what.
1:59 – You see that a lot on TV but reality is different.
2:25 – Is this a thing: someone discovers an old investment account they forgot they had.
2:47 – Dale shares a real-world example of a client discovery.
3:33 – Is this a thing: kids working their way through college.
4:42 – Is this a thing: people successfully timing the market.
5:39 – Is this a thing: people retiring but having to go back to work after running out of money.